Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$330,709
-$287,542 QoQ
Shares Held
2,111
-36.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,789
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FAS Wealth Partners, Inc. holds $1,156,420 across 3 Software - Application names. CRM ranks #3 (28.6% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,709 | 2,111 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $618,251 | 3,312 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $649,824 | 2,453 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $582,309 | 2,457 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $722,901 | 2,651 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $710,617 | 2,648 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $874,941 | 2,617 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $725,057 | 2,649 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $680,800 | 2,648 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $707,170 | 2,348 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $665,481 | 2,529 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $528,039 | 2,604 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $546,529 | 2,587 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $512,635 | 2,566 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $348,579 | 2,629 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $445,760 | 3,099 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $510,963 | 3,096 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $502,136 | 2,365 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $598,984 | 2,357 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $648,487 | 2,391 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $542,767 | 2,222 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $455,520 | 2,150 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $382,974 | 1,721 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $437,548 | 1,741 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $344,874 | 1,841 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $265,067 | 1,841 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||